저자: Greg · 외국인
요약 보기
결론: 2017년 시점 쉐보레 볼트는 GM의 판매 부진으로 가격 인하와 생산 조정이 이뤄지고 있으며, 테슬라 모델3 대비 경쟁에서 밀리는 상황이라는 주장. [서론·주제 소개] 영상은 볼트 대 테슬라 경쟁을 세 가지 주제로 다룬다고 소개한다. [7x 규칙: 고용 효과] 미국에서 차량 1대 구매는 제조 공장 일자리 1개에 직접 영향을 주고, 간접적으로 7개 일자리에 영향을 준다고 주장한다. [볼트 가격과 원가] 인센티브 적용 시 볼트 가격이 약 22,000달러까지 내려갔다고 한다. GM은 배터리팩 원가만 약 1.5만 달러라고 밝힌 것으로 소개되며, 이 때문에 차가 사실상 원가 이하로 팔리는 것 아니냐는 취지다. [GM의 대응: 생산·재고] 소닉과 볼트를 생산하는 공장의 가동을 일주일 추가 중단하고, 볼트 생산 비중을 조정한다고 한다. 재고는 111일분으로 이상적인 70일분보다 많아 전국적 판매망 확대로 재고를 털려 한다고 전한다. 볼트 연간 생산 목표는 약 3만 대로 제시되며, 테슬라가 월 3만 대 생산을 계획한다는 점과 비교한다. [딜러 네트워크 논란] GM CEO가 딜러망이 없는 테슬라 대신 볼트를 고르라고 언급한 것을 비판한다. 미시간주에서 GM이 테슬라의 직접 판매를 막고 있다는 점과, 테신의 모바일 서비스가 이를 우회할 수 있다는 점을 언급한다. [브랜드 인지도·결론] 볼트의 가격 경쟁력과 조기 출시에도 GM의 브랜드 인지도가 낮아 판매 성과가 부진하다고 평가한다. GM은 가격 인하 외에 제품 재설계가 필요하다는 취지다. [출연자 전망] 볼트 관련 GM의 대응이 쉽지 않을 것이며, 테슬라 사용자 경험이 지역 판매에 영향을 줄 것이라고 본다. 명시적 주가 예측은 없음.
다듬은 글
greetings this is Greg for Tesla fan Insight today is a talk I want to do called Tesla versus bolt 2.0 bonjour uh guten dog this is Greg for Tesla fan insight and there are three things I'd like to cover in the bolt versus Tesla compet ition um in my 2.0 after my first posting in this area a lot of folks had things to say uh Etc and there are four points I wanted to cover the first is what's called uh the 7x rule the second point I wanted to make is GM's response to slow sales with the bolt uh and the third thing is sort of a wrap up of those first two so my first item today is the fact that um I was shocked at the volume of of hatred that was de that was uh devoted at uh GM and Company based on the bolt in particular it seemed that there's a lot of a lot of the folks that are on my page and and that are buying Teslas right now are old enough to remember them deciding to destroy the first electric vehicle they had and threatening people if they tried to keep them I was really surprised to learn that you know folks are still angry about that and it's reflecting in their sales um I believe you have a right to your anger but I also wanted to know for those in the United States you should be aware that every vehicle you purchase directly impacts one job at a manufacturing plant in the US but it also influences seven more so um hey I agree with your anger about this car I think the design is lacking um I think that uh they should have had a supercharger capability by now they should have had a charging Network plan other than the public ones that are open so there's no argument with any of that I just think that you may want to be gentle uh another subtext of this is the magnitude of the disaster in my mind is quite amazing because I just did some research and found that uh with incentives you know the price on a bolt is all the way down to $22,000 so not you know my understanding from GM is that the cost of the battery pack alone is 15K so if the car is actually selling out there after rebates at $22,000 uh the vehicle is almost being given away and uh discriminating buyers uh would rather stand pay a th000 bucks bucks and stand in line for a Tesla then pick up a kind of an ugly bolt uh for $22,000 and frankly that's amazing the response uh item number two is uh as a heading is GM's General response to those slow sales so the first item that is we talked about the fact that they were suspending uh production at the plant that produces both the Sonic and the Tesla according to the GM spoke Fe people they had decided to shut down the Plant for an extra week because instead of doing two Sonics per per bolt they would now do be doing 50/50 um the other thing they noted is that uh they would be expanding to a nation wild wide sales footprint early as a way to try to clear out the 111 days of Supply they currently have when 70 days of supply is ideal I'm fascinated by this move also because another data point they threw out is that the annualized uh production clip that they had planned for which will they'll be getting to after this plant turnover is a 30,000 uh unit per year production Run for the bolt and this is kind of interesting because with uh by the end of the year uh the folks at uh Tesla are planning about 30,000 a month in production uh from their facilities and so it's interesting that kind of what they sell with Tesla's selling and planning to sell in a month is what GM is hoping to sell in a year I think that's a powerful statement about you sort of brand awareness reputation and whether or not customers think the solution you're offering is what they need so I I feel sorry for GM because they definitely need to retool what they're offering in this space in some way and retooling I think needs to exceed simply Levering dealer power to drop prices um I have to admit I also was disappointed by GM with a move made by the CEO recently where she pointed out that um why should you go for a vehicle that doesn't have a dealer Network to support it like Tesla uh you could in instead select the bolt and she kind of references this uh with I think the situation in in Michigan in mind um two things on that I thought was it was a slimy move for her to say that because GM is one of the folks that's keeping Tesla out of Michigan from selling without a dealer um the second thing about this is that now now with Tesla's mobile service abilities I think those who haven't been able to buy and service within Michigan will now have a first line of service that's not that far away that can take care of places where the dealer networks are too strong to allow Tesla to move in and operate uh as they'd like um I'm fascinated by this because in the case of GM could the disaster of Bolt be any worse and the reason I say that is that not only are they losing uh money and we don't know how much but let's say they're losing two or three grand per car but in order to move those Vehicles dealer and Company are now having to increase the amount they're losing in order to get a footprint um is it a good idea who knows it'll be interesting to note also the fact that one of the things that Tesla has as an advantage that you don't have with the bolt is by having a user footprint those users good or bad experiences are filtering into their local communities and will result in more or less sales based on what the customer impression is of that solution um I'd have to say that the way everyone has been talking the bolt and its good price and it's arriving early should have been a a signal to um all those potential buyers that they should jump on a bolt but the fact of the matter is that uh you know the brand awareness that GM has among that population is so bad that that have they're having no success um want to thank you for taking time out this is Greg for Tesla fan Insight CH Max um look forward to your comments have a great day thanks bye
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